Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.89M Sell
12,360
-327
-3% -$49.9K 0.01% 1060
2023
Q4
$1.83M Buy
12,687
+158
+1% +$22.8K 0.01% 1003
2023
Q3
$1.92M Buy
12,529
+9,373
+297% +$1.43M 0.01% 914
2023
Q2
$429K Sell
3,156
-2,467
-44% -$335K ﹤0.01% 1825
2023
Q1
$744K Buy
5,623
+23
+0.4% +$3.04K 0.01% 1425
2022
Q4
$794K Buy
+5,600
New +$794K 0.01% 1322
2020
Q3
Sell
-582
Closed -$30K 1985
2020
Q2
$30K Buy
+582
New +$30K ﹤0.01% 2182